As a financial or legal professional, have you wondered how you can be more effective with your clients? Have you wondered what is holding them back from implementing the wonderful advice you have been giving them? Are you frustrated when you have to watch them make the same mistakes over and over? Do you feel like you waste your time and energy when productive client meetings deteriorate into marital squabbles? Do you feel betrayed when widowed clients leave in droves soon after their husbands™ deaths?
My goals is to help you, the financial and legal professional, understand the psychology behind money decisions and mistakes so that you can be at your best when interacting with your clients – leading to deeper and more trusting relationships, better follow through from your clients, and more referrals from them – because they feel truly understood and supported by you!
I would like to invite you to join a community of dedicated professionals who are interested in reaching their goals faster while providing outstanding services to their clientele. So, please like me.
If you are ready for a more in-depth conversation with me, please fill out the contact form, and I will be happy to discuss 1:1 coaching or a speaking engagement with your team.